Solutions / Sales

Reduce data entry with customizable quote worksheets

Streamline data entry with customized quote worksheets that integrate directly into your Rater, AMS, and CRM, all at the same time.

How it works

Agent completes digital quote worksheet tailored to your needs

Your Customer Success Manager and our Service Team will build your company digital quote worksheet that will be accessible to your sales team via a direct link or our form portals either on their desktops or mobile devices. Agents, CSRs, and more will fill these forms out and assign them directly to the Agent who needs to work this Client.

Enrich each request with third-party data from millions of sources

Each form that your agent fills out will be enriched with third-party data from millions of properties, drivers, and vehicles related to the household. Reduce the number of questions you have to ask your customers by pre-filling their forms with these data points.

Integrate all of the data into your Raters, AMS', and CRMs at the same time automatically

Process quotes faster by eliminating the need to enter all of the quote request data into your Raters, AMS', and CRMs all at the same time automatically. XILO integrates into more systems in the market than any other provider, making it faster for your team to get a quote for your Clients.

Review the performance of your sales team using sales analytics

Once your team has adopted and is using digital intake forms, you'll be able to see a variety of data points that you can use to make your team more efficient over time. See productivity per rep by assessing how many Clients an agent is taking on over a period of time. Assess the ROI of your marketing spend by looking at how many leads are coming in from different sources. Our analytics dashboard is customizable and can be fitted to your company's unique needs upon request.

Benefits

Focus your sales team on more revenue generating tasks

Return quotes to your Clients faster

Leverage our integrations, automated touch points, and Client experiences to process quote requests and return quotes faster to your Clients.

Reduce data entry for your team

Reduce 95% of data entry needed to quote by integrating quote request data right from your digital quote worksheet into your Raters, AMS', and CRMs automatically at the same time.

Maximize your sales team's performance

Use our sales analytics feature to assess the performance of your sales team and the different lead sources to maximize ROI in those channels.

Frequently Asked Questions

Are XILO Forms customizable?
Do you integrate with my Rater, AMS and CRM?
Can I customize sales automation campaigns that go out to my clients?
What kind of data does XILO pull from third-parties?
Can I use XILO for commercial lines?
How long does onboarding take?
Do my agents have to login to another system to use XILO?
Does XILO integrate into Acord or Supplemental applications?
What data points does your analytics module show?
Does XILO return a real-time quote to our Clients?

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